VEEVA SYSTEMS INC

VEEV

Held by 3 specialist biotech funds

High Convergence

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Fund Holdings

3 fund convergence

Driehaus Capital Deerfield Management Eventide Asset Management

Position Trend

Feb 13, 2026

$565K

1 fund

Feb 17, 2026

$4.5M

2 funds

+693% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 2,369Value: $529K

**Signal Note: Driehaus initiates VEEV position** Driehaus Capital's new $529K stake in Veeva Systems signals conviction in software infrastructure for life sciences R&D amid accelerating digitalization across pharma/biotech. The position size (~0.02% of AUM for a $25B+ fund) suggests tactical allocation rather than conviction bet, likely reflecting confidence in Veeva's recurring SaaS model and exposure to rising biotech spend on clinical trial optimization and regulatory workflows.

Deerfield ManagementNEWFeb 17, 2026

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Insider Signals

No insider signals tracked.

Also Held by These Funds

BBNX3 funds ARWR3 funds ALNY3 funds TNDM2 funds AXON2 funds NUVL2 funds VCYT2 funds PODD

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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**Signal Note: Deerfield initiates $4M position in Veeva Systems** Deerfield's entry into VEEV (cloud software for life sciences R&D and commercialization) signals conviction in software infrastructure plays within biotech. The $4M position size is modest relative to Deerfield's $8B+ AUM but suggests incremental conviction rather than core thesis validation. No near-term catalyst is apparent; this likely reflects structural tailwinds in digital transformation across pharma/biotech workflows.